Form Responses

Viewing Form Responses

Summary: Access and review form submissions to quickly follow up with prospects and track form performance.

Overview

Every form submission represents a potential customer interested in your services. growlio captures all responses in an organized interface where you can review details, track follow-up status, and convert promising leads into your sales pipeline. This guide shows you how to effectively manage and act on form responses.

Prerequisites

Published lad form with submissions
Member-level permissions or higher
Understanding of your lead follow-up process

How to View Form Responses

Step 1: Navigate to Forms

Go to Business > Forms to access your forms list. Each form displays the number of responses it has received.

Step 2: Select Form

Click on the specific form whose responses you want to view. This opens the form management page with multiple tabs including "Responses".

Tip: Forms with unread responses show a notification badge to grab your attention.

Step 3: Access Responses Tab

Click the "Responses" or "Submissions" tab to view all submissions for this form. Responses display in a table or list format.

Step 4: Review Response List

Browse the list of responses showing submission date, contact information, status, and key fields. Responses are typically sorted by newest first.

Step 5: Open Individual Response

Click any response to view complete submission details. All form fields appear with the prospect's answers clearly displayed.

Tip: Use keyboard shortcuts (arrow keys) to navigate between responses quickly.

Step 6: Review Submission Metadata

Check when the form was submitted, what device was used, location information (if captured), and time spent on the form.

Step 7: Mark as Read/Unread

Flag responses as read once you've reviewed them. This helps track which submissions still need attention.

Step 8: Add Response Notes

Add internal notes to responses for team collaboration: follow-up actions needed, conversation details, or qualification status.

Tip: Document all interactions in notes so anyone on your team can pick up the follow-up.

Step 9: Filter and Search Responses

Use filters to find specific responses: by date range, read/unread status, or custom field values. Search by name or email for quick lookup.

Step 10: Convert to Lead

Click "Convert to Lead" to automatically create a lead record in your pipeline with all form information pre-populated.

Tip: Convert high-quality responses immediately to ensure timely follow-up through your standard sales process.

Tips & Best Practices

Check form responses daily to ensure timely follow-up
Respond to hot leads within 1 hour for best conversion
Add notes after every interaction for team visibility
Use status indicators to track follow-up completion
Filter for unread responses each morning to prioritize work
Convert qualified responses to leads for pipeline tracking
Set up notifications for immediate awareness of new submissions
Review form performance metrics alongside responses
Document why leads didn't qualify for future reference
Archive or delete test submissions to keep data clean
Export responses periodically for backup purposes
Share access with team members who handle lead follow-up

Troubleshooting

Issue: No responses showing for published form

Solution: Verify form is actually published and accessible. Check that submissions aren't going to spam. Ensure form embed code is correct on your website. Test by submitting the form yourself.

Issue: Can't see full response details

Solution: Click the response row to expand full details. Ensure you have appropriate permissions to view responses. Refresh the page if data isn't loading. Check internet connection.

Issue: Responses show as "Unread" after viewing

Solution: Manually mark as read if auto-marking isn't working. Check browser settings allowing session cookies. Clear cache and try again. Report to support if issue persists.

Issue: Can't convert response to lead

Solution: Verify email doesn't already exist in your leads or clients. Check that required lead fields are included in the form. Ensure you have permissions to create leads. Try manual lead creation if conversion fails.

Issue: Missing form fields in responses

Solution: Verify those fields were included when form was submitted. Check if fields were added to form after submission occurred. Some fields may be hidden based on conditional logic.